User Guide — Patient-Initiated Payment Plans

You must have Credit Card Plus (CCP) enabled for online payments in order to use this feature. You must enable this feature from the Patient-Initiated Payment Plans page. To access this page, at least one of the following is required:

• "Billing Admin: Self Pay Plans" role

• "Practice setup" permission

To locate this page,

1. On the Main Menu, click the Settings icon .

2. Under ADMIN, click Billing.

3. In the Task Bar, under PRACTICE LINKS — Insurance Packages, click Patient-Initiated Pay Plans (ALPHA).

The feature toggle is located on the Patient-Initiated Payment Plans page.

 

Notes:

• Balance thresholds can be edited, with a minimum allowed threshold of $20.

• Balance range and maximum duration values are customizable while the monthly amount is generated based on user input.

• You can configure a maximum of 20 tiers.

• The maximum duration allowed is 6 years.

Do claims in collections qualify for patient-initiated payment plans?

No, claims that have moved to collections do not qualify for patient-initiated payment plans.

Can patients pick and choose the claims associated with a particular payment plan?

When patients create a payment plan, there is no option to select claims outside of the current balance due. Similarly, new claims are not included in existing payment plans.

Can patients set up a payment plan to cover multiple claims?

Patients can create one payment plan that covers multiple claims, but these claims must all originate from the same provider group. There is not an option to create a single payment plan that covers multiple claims from more than one provider. However, patients can have more than one payment plan at one time.

Are patients able to cancel the payment plans they've set up?

Patients are unable to cancel their patient-initiated payment plans and are instructed to contact your practice to do so.

Can I view which payment plans were created by patients versus which plans were created by my practice?

You can search for patient-initiated payment plans on the Manage Credit Card Agreements page. To locate this page, from the Main Menu, click Financials. Under MONEY MANAGEMENT, click Credit Card Agreements.

 

To locate patient-initiated payment plans on this page, go to the All Agreements tab and search for "patient" within the Created by field.

For examples, as well as a demo video of this feature, refer to this release note from 2023: Patient-Initiated Payment Plans